Content Provider
Excel u logo
Store exceluniv20
Handout Materials
Presentation Slides
Free cpe webinars
Excel Treasure Maps: Discover Efficiency With Mapping Tables


Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 17, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelIntermediate
Course Description

Many financial systems do a good job of generating standard reports, but accountants often need more. There are custom solutions in Excel, but how do we export data from other systems into Excel in a way that is accurate and not time-consuming?
Join this webinar with Microsoft Certified Trainer Jeff Lenning, CPA, and discover the efficiency of mapping tables. Mapping tables—also known as transformation tables or lookup tables—provide label translations that allow us to automatically import data from other systems to the correct place in Excel. There are many ways to implement mapping tables within Excel. In this session, Jeff will cover three ways: SUMIFS, Power Query, and Power Pivot.
 Learning Objectives:

  • Identify the problems accountants face when trying to export data from other systems into Excel

  • Recall how mapping tables provide efficiency and accuracy when importing data into Excel

  • List three ways to implement mapping tables within Excel  

Not logged

Jeff Lenning, CPA, CITP

Excel University
Author of Excel University
(949) 200-7688

Excel u logo

Award-winning instructor Jeff Lenning has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient.

User-added image

About Our Presenter

Excel u logo
If you could learn Excel simply and easily at your pace and could learn the features and functions that are relevant and practical to accounting professionals – would you want to? If you are an accounting professional and have taken Excel classes before, you know the pace can be too fast or too slow, and the content may not be relevant to your work. Excel University explores relevant features that allow you to get your work done quicker, in a self-paced, fun, and engaging way. Become more efficient, streamline processes, and save time with Jeff Lenning’s Excel University. Designed by a CPA for CPAs and accounting professionals, this series covers functions you need, and skips those you don’t. The content has been written from scratch integrating everything Jeff knows about Excel training learned over the past decade of providing continuing professional education.